BCM
HSEB.CL

Beck Capital Management’s HSBC Holdings plc HSEB.CL Stock Holding History

Beck Capital Management’s Portfolio HSEB.CL Stock Details HSEB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-33,695
Closed -$909K – 124
2017
Q3 		$909K Buy
+33,695
New +$914K 0.43% 57
2016
Q3 		– Sell
-59,370
Closed -$1.57M – 123
2016
Q2 		$1.57M Buy
59,370
+17,750
+43% +$466K 1% 43
2016
Q1 		$1.09M Buy
41,620
+35,320
+561% +$914K 0.75% 45
2015
Q4 		$164K Buy
+6,300
New +$163K 0.1% 121

Other funds holding HSEB.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $172M AUM 21.18% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Beck Capital Management's HSEB.CL Position: Q4 2017 in Review

Beck Capital Management sold out of HSBC Holdings plc (HSEB.CL) in Q4 2017, closing a stake of 33,695 shares — an estimated $909K sold.

Beck Capital Management first reported a position in HSEB.CL in Q4 2015 and held it in 4 quarters. The position peaked at $1.57M in Q2 2016. 9 funds tracked by Wall St. Rank hold HSEB.CL as of Q4 2017.

  • Beck Capital Management reported no remaining HSBC Holdings plc position as of Q4 2017 after selling out during the quarter.
  • Beck Capital Management sold 33,695 HSBC Holdings plc shares in Q4 2017, an estimated $909K.
  • Beck Capital Management first reported a position in HSBC Holdings plc in Q4 2015 and held it in 4 quarters.
  • Beck Capital Management's HSBC Holdings plc position peaked at $1.57M in Q2 2016.
  • 9 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q4 2017.

Based on Beck Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.